CHARLOTTE, N.C.--(BUSINESS WIRE)--An innovator in online financial services, TradeKing
Group announced today the formation of a new subsidiary: TradeKing
Advisors. TradeKing Advisors, Inc. is an SEC-registered investment
advisor that offers professionally managed investment portfolios online
at an affordable price. TradeKing co-founder and long-time president and
COO Richard J. Hagen, Jr. will take on the role of president and CEO of
TradeKing Advisors, which will launch its offering for independent
investors seeking professional advice this summer.

Trusted, Value-based Advisory

TradeKing Advisors intends to offer a new level of value in advisory
services with portfolios designed and monitored by the experts at Ibbotson
Associates, Inc, a registered investment adviser and part of
Morningstar’s Investment Management group. TradeKing Advisors will
actively manage and rebalance client accounts as necessary to keep
portfolios in line with Ibbotson’s target allocations. This caliber of
portfolio management, once reserved only for the wealthiest investors,
will now be available through TradeKing Advisors to investors with
balances as low as $10,000.

“We’ve seen through our brokerage business that while many people are
very good at self-directed investing and managing their own investments,
others struggle,” said Hagen. “Many just don’t have the time or
expertise to navigate the market’s fluctuations themselves. Others,
particularly younger investors, haven’t had the kind of assets needed to
get the attention of a top portfolio manager. TradeKing Advisors will
attempt to solve that disconnect by making professionally managed
portfolios accessible to more people at all stages of their life at an
affordable price.”

TradeKing Group CEO Don Montanaro added, “What TradeKing did for online
trading, TradeKing Advisors intends to do for online advisory services.
We aim to make managed investing simpler and fairer for all investors,
while adding a level of trusted customer service one would never expect
from an online offering. It’s the natural next step for our brand and
for many of the investors we serve.”

Answer eight questions online to gauge their risk tolerance and
investment time horizon,

Select one of the recommended model portfolios designed by Ibbotson
composed of exchange traded products (ETPs),

Set up and fund an account online,

Let TradeKing Advisors monitor and automatically rebalance their
portfolio when needed to keep in synch with their target asset
allocation.

TradeKing Advisors will offer two groups of portfolios: the Core and the
Momentum groups. Each will contain five portfolios that range from
conservative to aggressive, and allocate to a variety of asset classes
using a combination of historical and current market data involving
risk, return and correlation. The fee for Core portfolios is 0.75% of
the account balance annually with a $10,000 minimum balance. The fee for
Momentum portfolios is 1.00% of the account balance annually with a
$25,000 minimum balance. For clients with account balances over $250,000
the fees for each portfolio are reduced by .25%. These fees represent a
significant reduction from current fees charged for comparable
expertise, management and diversification.

Leadership in Service

Over the course of TradeKing’s eight-year history, the firm has been
recognized consistently by independent industry publications such as Barron’s
and SmartMoney for its exceptional customer service. Under
Hagen’s leadership, TradeKing Advisors is poised to deliver that same
client-first mindset. The firm will offer a dedicated team of
professionals with proven credentials in investment advisory services to
help guide and assist clients whenever needed.

“Service is a very key differentiator for us,” added Hagen. “Most of the
new, smaller online advisory offerings don’t have the luxury, or the
skill set for that matter, to offer support to clients when they need it
and through whatever channel they choose. Fast, friendly and
knowledgeable service is something that’s part of the TradeKing DNA; we
do it extremely well and will offer it to TradeKing Advisor clients from
day one.”

About TradeKing Advisors, Inc.

Portfolios are offered through TradeKing Advisors, Inc. (TradeKing
Advisors), an SEC-registered investment advisor. TradeKing Advisors has
chosen Ibbotson Associates, Inc., an SEC-registered investment advisor
and wholly owned subsidiary of Morningstar, Inc., to provide asset
allocation, portfolio construction and monitoring services for the
TradeKing Advisors portfolios. Ibbotson Associates is not acting in the
capacity of an investment advisor to individual investors. The
Morningstar name and logo are registered marks of Morningstar, Inc.
Ibbotson Associates is not affiliated with TradeKing Advisors.

About Ibbotson Associates

Ibbotson Associates, Inc. is a registered investment advisor and wholly
owned subsidiary of Morningstar, Inc. It is part of the Morningstar
Investment Management group, which creates custom investment solutions
that combine award-winning research and global resources with
proprietary Morningstar data. With approximately $164 billion in assets
under advisement and management as of March 31, 2014, the Morningstar
Investment Management group provides comprehensive retirement,
investment advisory, and portfolio management services for financial
institutions, plan sponsors, and advisors around the world.

About TradeKing Group, Inc.

TradeKing Group, Inc. (www.tradeking.com)
consists of companies that provide online brokerage services, social
communities for investors, investor education and more. Its subsidiary,
TradeKing, LLC, is a nationally licensed online broker/dealer dedicated
to empowering the independent, self- directed investor. It offers
simple, low fees ($4.95 per trade for both equity and option trades with
$0.65 per options contract).1 The TradeKing platform features
powerful online equity, options, ETF, mutual fund and fixed-income
trading tools accompanied by a rich set of news, research and analysis
capabilities.

1. $4.95 for online equity and option trades, add 65 cents per option
contract. TradeKing charges an additional $0.35 per contract on certain
index products where the exchange charges fees. See our FAQ for
details. TradeKing adds $0.01 per share on the entire order for stocks
priced less than $2.00. See our Commissions
and Fees page for commissions on broker-assisted trades, low-priced
stocks, option spreads, and other securities.

TradeKing Group, Inc. is not a broker/dealer. Ibbotson Associates, Inc.
is not an affiliate of TradeKing Group, Inc.

All investments involve risk, which may include the loss of income
payments as well as some or all principal invested. Asset allocation and
diversification does not necessarily eliminate the risk of experiencing
investment loss. TradeKing Advisors does not warrant or guarantee its
process will lead to success. Past performance does not guarantee future
results.

Risks applicable to any portfolio are those associated with its
underlying securities. Please see the TradeKing
Advisors Disclosure Brochure for further information. Before you
invest, you should carefully review and consider the investment
objectives, risks, charges and expenses of each exchange-traded product
(ETP) that are to be used within TradeKing Advisors’ portfolios. ETP
trading prices may not necessarily reflect the net asset value of the
underlying securities. You are able to review and download ETP product
descriptions via the Securities and Exchange Commission’s (SEC) website
at http://www.sec.gov/edgar/searchedgar/webusers.htm#.U0me6lcVDM0

Please refer to Form
ADV Part 2A for detailed information pertaining to the following
topics: Pricing and Fees – Item 5; Investment Strategy and Risks – Item
8.

This is not an offer or solicitation in any jurisdiction where we are
not authorized to conduct investment advisory business. Brokerage
accounts are serviced by TradeKing, LLC and advisory client account
assets are custodied with Apex Clearing Corporation, Members FINRA
and SIPC. TradeKing Advisors and
TradeKing, LLC are wholly owned subsidiaries of TradeKing Group, Inc.